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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,488 | $162,136-84.3% | $152,301-83.3% | $154,746-83.5% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 18.47% | 91.02%-72.6pp | 80.50%-62.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,823 | $8,341-18.2% | $8,004-14.8% | $6,730+1.4% |
| Admin fee / account holder | $522 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |